Personal finance analysis,
all in one place
Visualfolio is a highly-visual open source personal finance dashboard that gives you a full view of all your holdings, transactions, and trades across bank accounts, investment platforms, and digital wallets.
Open source and self‑hosted
Self-host Visualfolio to maintain full data sovereignty. No data is stored on third-party servers, ensuring that only you can access your information.
Secure, seamless bank account integration
Sync multiple bank accounts securely, leveraging the PSD2 protocol. Authorize Visualfolio in read-only mode directly within your bank's secure portal.
Comprehensive insights
Visualfolio provides a unified view of all your assets, trades, and transactions across all your accounts by seamlessly aggregating data from multiple sources.